Recent Discussions

Discussion List

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  Net Worth chart excludes a manual investment account although all accounts are selected (edited)

  oliverdavid 99 views 9 comments 0 points Most recent by Coach Jon July 22Using the Net Worth Feature
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  Mobile Release 6.29.0

  Closed Coach Natalie 169 views 0 comments 0 points Started by Coach Natalie July 22 Updates From the Product Team
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  PayPal Credit, MasterCard and Crypto missing transactions (edited)

  ReedD 81 views 5 comments 0 points Most recent by Coach Jon July 22Adding and Updating Accounts
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  Net Worth: Add a toggle to "include all accounts" in the View Included Accounts screen (edited)

  Active Oleksander 22 views 1 comment 5 points Most recent by Paul3d July 22Feature Requests
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  Net Worth Forecast

  Active ricklamb0810 125 views 3 comments 8 points Most recent by Coach Natalie July 22Feature Requests
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  Favorites Group at the top of the Accounts List (edited)

  Active Philk 190 views 14 comments 6 points Most recent by RobI July 21Feature Requests
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  Ability to organize MFA prompts when updating accounts (edited)

  Active AlexB 83 views 3 comments 4 points Most recent by Coach Natalie July 21Feature Requests
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  Merged: Per account update control please

  Closed R+B.G 1 view 0 comments 1 point Started by R+B.G July 21 Feature Requests
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  Quick access: Bookmark/ Pin favorite account for regular access

  RobI 34 views 2 comments 2 points Most recent by Coach Natalie July 21Feedback
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  "Save as new report" overwrites original report instead of creating a new report

  System 48 views 4 comments 0 points Most recent by Coach Natalie July 21Troubleshooting
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  Full Net Pay from Paycheck Split Showing Wrong Value

  MikeZ 56 views 2 comments 0 points Most recent by MikeZ July 21Troubleshooting
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  Two email notifications for "bills this week" with different numbers (edited)

  colin 62 views 6 comments 0 points Most recent by colin July 20Troubleshooting
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  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 9.1K views 172 comments 72 points Most recent by pat_carr July 20Report Missing Financial Institution or Biller
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  Bridgecrest car loan account is showing the wrong remaining balance (edited)

  Asylum 96 views 7 comments 0 points Most recent by Coach Jon July 20Adding and Updating Accounts
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  Balance going in wrong direction

  Sunshine26 301 views 25 comments 0 points Most recent by Coach Natalie July 20Troubleshooting
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  Merged: Please add Santander Openbank to financial institutions

  Closed pinecode 1 view 0 comments 1 point Started by pinecode July 20 Report Missing Financial Institution or Biller
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  Please add OpenBank by Santander

  Active StephenB 1.8K views 65 comments 72 points Most recent by pinecode July 20Report Missing Financial Institution or Biller
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  "Care Code: not found" / "to.100" with Gemini (edited)

  SashaMike 102 views 7 comments 0 points Most recent by SashaMike July 19Adding and Updating Accounts
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  Apple Savings balance switches to last deposit amount

  mtl_elias 26 views 1 comment 0 points Most recent by SRC54 July 19Adding and Updating Accounts
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  Recurring Income Transaction Does Not Post with the Exclusion Settings Set in the Series (edited)

  pastchief8 95 views 9 comments 0 points Most recent by SRC54 July 19Troubleshooting
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  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 99 views 6 comments 7 points Most recent by brianperry263 July 18Feature Requests
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  Ability to remove tags during bulk edit

  Active Norm6257 1.2K views 47 comments 69 points Most recent by Troy Weber July 18Feature Requests
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  Transfers are not being included in spending plan

  ewd_20834756 64 views 2 comments 0 points Most recent by DryHeat July 18Troubleshooting
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  Duplicate transactions showing in account (edited)

  Thomas56 201 views 8 comments 0 points Most recent by DryHeat July 17Managing Your Transactions
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  ETrade FDP-103/FDP-105 (edited)

  neon45 333 views 23 comments 0 points Most recent by neon45 July 17Adding and Updating Accounts
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  How to reverse closed account

  Answered ✓ ChristineT57 50 views 1 comment 0 points Most recent by Coach Jon July 17Adding and Updating Accounts
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  Optum Bank - Perpetual spinning wheel when trying to connect (edited)

  clappr 23 views 1 comment 0 points Most recent by Coach Natalie July 17Adding and Updating Accounts
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  Vanguard - can’t re-Auth / FDP-350

  ps56k 78 views 4 comments 0 points Most recent by Coach Jon July 17Adding and Updating Accounts
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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 24 views 2 comments 3 points Most recent by rco July 16Feature Requests
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  Prudential Financial FDP-103 (edited)

  ctanenbaum 116 views 15 comments 0 points Most recent by ctanenbaum July 16Adding and Updating Accounts